fpPathfinder

Helping Diligent Advisors Ensure They're On The Right Planning Path

New Resources: Mortgage Refinancing Flowchart & Sudden Wealth Event Checklist


Resource Additions, Announcements

We’re excited to announce two new resources this month to help you be more diligent in the planning process.  Details are below:

New Flowchart: Should I Consider Refinancing My Mortgage?

When interest rates decline, mortgage refinancing becomes a particularly popular topic. However, there are several other good reasons for clients to consider refinancing, including an increase in their credit score or home value, or the availability of more favorable loan terms. Each client’s situation is unique, and many factors must be considered before making the decision to refinance.

New Checklist: What Issues Should I Consider If I Experience A Sudden Wealth Event?

Clients can experience a variety of wealth events that lead to a financial windfall, including the sale of a business or real estate, an inheritance, lottery winnings, or a legal settlement. An increase in wealth, especially when unexpected, large, and/or sudden, requires thoughtful planning. This is a critical time to provide guidance and value to your clients, and offers a unique opportunity to make a significant positive impact.

If you are a member, review these resources in our membership and:

  • Proactively reach out to current clients for planning opportunities
  • Proactively reach out to prospective clients as a touchpoint
  • Deluxe members create your own custom branded resources and share on your blog and newsletter
  • Deluxe members incorporate your custom branded resources into your marketing (learn more here)
  • Premier members can complete interactive versions of the checklists and integrate with Redtail (learn more here)

If you are not a member, you can view a sample checklist or sample flowchart and get a membership here. Then, take the steps listed above for our current members! 

See our Summary Resources Guide, which shows all the resources. 

As always, we welcome feedback from advisors who are having these conversations with their clients. How can we improve these resources? We want to hear from you. And if you have an idea for a resource, let us know.



To diligent planning,



The fpPathfinder Team

What Customers Are Saying About Us

Hundreds of other advisors are actively using fpPathfinder. Read what those lovely people have to say about us.
“With working from home most of 2020, we wanted to still catch some face time with our clients. We used the checklists and flowcharts to conduct webinars covering various topics. In fact, having the charts readily available, we were able to do many of these on a weekly basis, knowing the material was pretty much already established. We had such great feedback that we are continuing the webinars into 2021. We have many that actually look forward to our meeting times, and found being able to have the flowchart or checklist available to work on their own later was an added bonus.”
— An advisor in Texas
“Your software and platform are awesome and super helpful to me and my clients”
— Clinton, an Advisor in New York
“I love these checklists and flowcharts! They are very useful and helpful in making sure I am covering all (or at least most) points regarding a specific topic.”
— Michael, an advisor in Pennsylvania
“It’s one of the best software products I have seen. It’s exactly what I have been looking for and trying to build internally. Well done!!!”
— Kate, an advisor in Florida
“Checklists don't make the planner smarter or more skilled, but do help to ensure that the planner maximizes the knowledge and skill he/she already has.”
— Michael Kitces, Publisher and Editor-In-Chief at Kitces.com
“I just met with a client who had a question regarding her eligibility for Social Security benefits. We went through the flowcharts answering each question and following the lines. She looked at me and said 'This is great, it was so much easier to use this than trying to go through all the literature that Social Security offers. Thank you so much.'”
— Ben G, an advisor in Wisconsin
“I think fpPathfinder is the best tool I’ve ever seen in the financial planning realm. I spend an unbelievable amount of time researching some of these issues that have been boiled down to one page: consulting with other experts, citing specific sources as a backup, reviewing my work, and coming to a final conclusion.”
— Jeff S, an advisor in Missouri
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